Weave's Birthday List makes it easy to quickly view a list of your customers' birthdays, and take quick action to wish them a happy birthday. Follow these instructions to get use your Birthday List.
The availability of this feature is dependent on your practice management software
Weave can also send out Automated Birthday Wishes. For information on setting that up, click here.
Using Your Birthday List
- Select the Lists app in your Desktop App
- Select Birthday
The list is in order of soonest birthday, starting with today.
- Click into a name to call, text, or email a birthday greeting